Marketing & CRM

Which editions of Refine include this feature?


Marketing & CRM is included with Refine	Marketing & CRM is included with Refine Service	Marketing & CRM is included with Refine CRM

Features

Refine includes a complete and comprehensive suite of tools for managing every contact with your prospects, customers and suppliers. These tools are included within both Refine and Refine Service, or separately as Refine CRM - this last edition is ideal for users with existing "legacy" systems who nonetheless want to take advantage of Refine's superb CRM functions.

Every task, every telephone call, every appointment is tracked automatically within Refine and is easily reviewed and managed. This can even be extended to mobile devices using Refine Mobile.

Refine is accessed either via Internet Explorer or through Microsoft Outlook.

Marketing: Get a clearer view of customers and make more informed marketing investments

Segment customer lists into distinct benefit groups and then market to one or more of the identified segments using a workflow-driven model. For example, run a campaign to win back lost customers, or to cross-sell lubricants to existing commercial fuel customers who haven't bought lubes in the past twelve months. With Refine, your marketing professionals can leverage tools for:

• customer segmentation
• campaign planning and execution
• data extraction and cleansing
• analytics and reporting
• marketing/sales collaboration tools
• information sharing portals

Sales: Get more leads and close more business

Access a complete view of customer data online or offline, and leverage tools that enable your sales team to get real-time access to leads, identify cross-sell and up-sell opportunities, and close more deals, faster. Refine provides:

• lead and opportunity management
• account and contact management
• product sector/departmental/geographical management
• forecasting and sales analytics
• offline and mobile device access
• quick access to price structures and quotes

Customer service: Provide more value to customers

Respond faster to customer service issues and empower your customer service department to anticipate, address and deliver consistent, efficient customer care that contributes to long-term business profitability. Refine provides functionality for:

• account and contact management
• case and interaction management
• engagement and contract management
• knowledge-base management
• workflow across teams and groups
• performance reporting and analytics

Software that Delivers